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Innovator US Equity Buffer ETF January
BJAN

Overview Fund Activity

62 hedge funds and large institutions have $103M invested in Innovator US Equity Buffer ETF January in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
18
Increased
12
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Personal CFO Solutions
New Jersey
$12.2M
2
JGCM
2
Joseph Group Capital Management
Ohio
$7.81M
3
IIA
3
Integral Investment Advisors
California
$2.98M
4
PPW
4
Pinnacle Private Wealth
Massachusetts
$2.03M
5
W
5
Wealthquest
Ohio
$16.5M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$863K
2
SS
2
Sunbelt Securities
Texas
$7.6M
3
OMC
3
Old Mission Capital
Illinois
$0
4
SC
4
Slow Capital
California
$204K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
W
1
Wealthquest
Ohio
$16.5M 441,277 +48,970 +12%
PCS
2
Personal CFO Solutions
New Jersey
$12.2M 327,275 +327,275 New
MWM
3
Maltin Wealth Management
New Jersey
$8.71M 233,548 -11,203 -5%
JGCM
4
Joseph Group Capital Management
Ohio
$7.81M 209,432 +209,432 New
SS
5
Sunbelt Securities
Texas
$7.6M 211,000 -83,261 -28%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.89M 184,641 +27,028 +17%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.36M 143,567 -12,375 -8%
DFA
8
DHJJ Financial Advisors
Illinois
$3.18M 85,364 -1,721 -2%
IIA
9
Integral Investment Advisors
California
$2.98M 79,897 +79,897 New
HighTower Advisors
10
HighTower Advisors
Illinois
$2.26M 60,551 -585 -1%
SB
11
Strategic Blueprint
Georgia
$2.23M 59,720 +4,735 +9%
PPW
12
Pinnacle Private Wealth
Massachusetts
$2.03M 54,461 +54,461 New
CAN
13
Cetera Advisor Networks
California
$1.89M 50,574 +19,225 +61%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.63M 43,580 +18,462 +74%
BCM
15
Beck Capital Management
Texas
$1.56M 41,795 -335 -0.8%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.46M 39,144 +5,885 +18%
BA
17
Bellwether Advisors
Nebraska
$1.39M 37,285 – –
SMC
18
Smith, Moore & Co
Missouri
$1.23M 32,930 -10,306 -24%
JSL
19
JT Stratford LLC
Georgia
$1.18M 31,656 -1,974 -6%
KCM
20
Kathmere Capital Management
Pennsylvania
$1.09M 29,095 +1,273 +5%
KAS
21
Kestra Advisory Services
Texas
$1.03M 27,607 -9,888 -26%
CA
22
CoreCap Advisors
Michigan
$943K 25,284 +25,284 New
BMM
23
Berkshire Money Management
Massachusetts
$863K 23,143 -271,265 -92%
BPA
24
Beacon Pointe Advisors
California
$702K 18,823 -169 -0.9%
CWM
25
Collaborative Wealth Management
Florida
$699K 18,740 +18,740 New
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